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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2011-11-09
  • AZ RA
    APPROVED
    Since 2011-11-09

Branch Locations

2245 W University Dr Ste 4-A, Tempe, AZ 85281 • United States

Phoenix, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Tempe AZ 05/1985 Present
Pfs Investments Inc. Tempe AZ 09/1985 Present
Zirk Properties, Llc Tempe AZ 02/1999 Present
Winston Estates, Llc Tempe AZ 04/2008 Present
Zirkzone, Llc Tempe AZ 02/1999 Present
Zirk Enterprises, Inc Tempe AZ 02/1999 Present
Caz Development, Llc Tempe AZ 12/2005 Present
  • 05/1985 → Present
    Primerica Financial Services
    Tempe, AZ
  • 09/1985 → Present
    Tempe, AZ
  • 02/1999 → Present
    Zirk Properties, Llc
    Tempe, AZ
  • 04/2008 → Present
    Winston Estates, Llc
    Tempe, AZ
  • 02/1999 → Present
    Zirkzone, Llc
    Tempe, AZ
  • 02/1999 → Present
    Zirk Enterprises, Inc
    Tempe, AZ
  • 12/2005 → Present
    Caz Development, Llc
    Tempe, AZ
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Princessa 508 E LLC - Owner, 10/1/2014 to present ; Tempe, AZ-- || Zirk Zone LLC, Investment Related, 2245 W University Dr Ste 4-A Tempe, AZ 85281, Primerica Business Purposes, Owner, 2/4/99 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business Purposes. Zirk Enterprises, Inc., Investment Related, 2245 W University dr Ste 4-A Tempe, AZ 85281, Primerica Business Purposes, Owner, 2/4/99 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business Purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-09
S63 Uniform Securities Agent State Law Examination 1994-09-16
  • S65 Uniform Investment Adviser Law Examination
    2011-07-09
  • S63 Uniform Securities Agent State Law Examination
    1994-09-16

View on SEC IAPD

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